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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,318 | $63,861-22.8% | $104,639-52.9% | $79,856-38.2% |
| Participation rate | 32.4% | 64.9%-32.5pp | 74.1%-41.6pp | 69.6%-37.2pp |
| Annual return | 0.76% | 21.30%-20.5pp | 340.67%-339.9pp | 31.71%-31.0pp |
| Employer contribution / active EE | $416 | $1,588-73.8% | $2,682-84.5% | $2,471-83.2% |
| Participant deferral / active EE | $998 | $2,693-62.9% | $3,738-73.3% | $3,741-73.3% |
| Admin fee / account holder | $16,407 | $4,185+292.0% | $6,465+153.8% | $5,306+209.2% |